Reject Service Quotation

Explanation

This activity is used to reject an entire service quotation. If necessary, a rejection note can be entered while rejecting the quotation.

Prerequisites

To perform this activity, the quotation must be in the Released status.

System Effects

• The quotation is set to the Rejected status.
• The connection between the service quotation and its maintenance orders/events and work orders/work tasks is removed.
• The rejected scope is updated with the rejected maintenance orders, work orders and service contracts.
• Work order Journal tab is updated.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Reject Service Quotation

Procedure

1. Open the Service Quotation window and query for the service quotation.
2. Right-click, point to Status and click Reject. The Reject Service Quotation dialog box is opened.
3. Optionally, change the value in the Rejection Reason ID field. Use the List of Values to select a suitable value.
4. Optionally, enter a note in the Rejection Note field.
5. Click OK.